Richard Schimek, financial advisor Sarasota FL

Richard Schimek

CRD Number: 2597461
Current Firm: Edward Jones

Richard Schimek (CRD# 2597461) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has 1 year of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
United States Navy Lansdale, PA Sep 2010 - Current 11
7-eleven Philadelphia, PA Sep 2016 - Sep 2019 3
Schimek Enterprises, LLC Ardmore, PA Aug 1999 - Aug 2015 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Richard M. Schimek
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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